+207.2%
UMC vs MRNA
+511.3%
-304.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +4.6% |
| 7D | +5.0% | +5.5% | -0.5% | +4.9% |
| 30D | +7.7% | +158.7% | -151.1% | +6.1% |
| 3M | +1.7% | +182.1% | -180.5% | -1.6% |
| 6M | +113.9% | +151.8% | -37.9% | +109.0% |
| YTD | +168.9% | +393.6% | -224.7% | +151.2% |
| 1Y | +207.2% | +499.5% | -292.3% | +188.3% |
| All | +207.2% | +511.3% | -304.1% | +188.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling